JGCM
XYZ

Joseph Group Capital Management’s Block Inc XYZ Stock Holding History

Joseph Group Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5K Buy
309
+92
+42% +$6.47K ﹤0.01% 214
2026
Q1 		$13.1K Buy
217
+138
+175% +$8.39K ﹤0.01% 239
2025
Q4 		$5.14K Buy
+79
New +$5.45K ﹤0.01% 270
2022
Q4 		– Sell
-265
Closed -$15K – 105
2022
Q3 		$15K Buy
+265
New +$18.8K 0.02% 69

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Joseph Group Capital Management's XYZ Position: Q2 2026 in Review

Joseph Group Capital Management increased its Block Inc (XYZ) stake by 42% in Q2 2026, buying an estimated $6.47K and bringing the position to 309 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Joseph Group Capital Management first reported a position in XYZ in Q3 2022 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Joseph Group Capital Management held 309 shares of Block Inc worth $23.5K as of Q2 2026.
  • Joseph Group Capital Management bought 92 Block Inc shares in Q2 2026, an estimated $6.47K.
  • Block Inc made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #214 holding.
  • Joseph Group Capital Management first reported a position in Block Inc in Q3 2022 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.